Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Southern Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,838
- +155 vs. Q3 2023
- Shares held
- 700.8M
- +8.38M (+1.2%) vs. Q3 2023
- Total value
- $49.1B
- +$4.32B (+9.6%) vs. Q3 2023
- New holders
- 241
- 648 more added
- Sold out
- 86
- 711 more reduced
30 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 2,486 | $174.3K | 0.05% | +2,486 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,472 | $173.3K | 0.08% | +300+13.8% | Added |
| Tompkins Financial Corp | 2,455 | $172.1K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,453 | $172.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,428 | $170.3K | 0.02% | +313+14.8% | Added |
| Northwest Bank & Trust Co | 2,406 | $168.7K | 0.15% | +2,406 | New |
| Essex Investment Management Co LLC | 2,400 | $168.3K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $166.8K | 0.06% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,288 | $160.5K | 0.09% | +133+6.2% | Added |
| Rockbridge Investment Management, LCC | 2,275 | $159.5K | 0.02% | +2,275 | New |
| Tobam | 2,231 | $156.0K | 0.01% | +2,139+2,325.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,166 | $151.9K | 0.02% | +2,166 | New |
| JDM Financial Group LLC | 2,165 | $151.8K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,151 | $150.8K | 0.10% | −230−9.7% | Reduced |
| Carolinas Wealth Consulting LLC | 49,159 | $149.8K | 0.03% | −32−0.1% | Reduced |
| REAP Financial Group, LLC | 2,135 | $149.7K | 0.04% | +2,135 | New |
| DT Investment Partners, LLC | 2,080 | $144.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,006 | $140.7K | 0.20% | −90−4.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,000 | $140.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,997 | $140.0K | 0.05% | +875+78.0% | Added |
| TFC Financial Management | 1,983 | $139.0K | 0.03% | −35−1.7% | Reduced |
| Johnson Financial Group, Inc. | 1,977 | $138.6K | 0.01% | +1,224+162.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,951 | $136.8K | 0.06% | +17+0.9% | Added |
| CVA Family Office, LLC | 1,939 | $136.0K | 0.03% | +1,939 | New |
| Smithfield Trust Co | 1,915 | $135.0K | 0.01% | −45−2.3% | Reduced |
| MCF Advisors LLC | 1,891 | $132.6K | 0.01% | −150−7.3% | Reduced |
| West Paces Advisors Inc. | 1,838 | $128.9K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,804 | $126.5K | 0.02% | +102+6.0% | Added |
| Community Bank, N.A. | 1,790 | $125.5K | 0.02% | −69−3.7% | Reduced |
| Silvant Capital Management LLC | 1,727 | $121.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,707 | $119.7K | 0.02% | −138−7.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,648 | $115.0K | 0.04% | +551+50.2% | Added |
| Whittier Trust Co | 1,631 | $114.3K | 0.00% | −140−7.9% | Reduced |
| MV Capital Management, Inc. | 1,626 | $114.0K | 0.01% | +36+2.3% | Added |
| S.A. Mason LLC | 1,583 | $111.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,571 | $110.2K | 0.01% | +39+2.5% | Added |
| Indiana Trust & Investment Management CO | 1,564 | $109.7K | 0.05% | −122−7.2% | Reduced |
| Slocum, Gordon & Co LLP | 1,534 | $107.6K | 0.09% | +500+48.4% | Added |
| Acima Private Wealth, LLC | 1,500 | $105.2K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,486 | $104.2K | 0.02% | −206−12.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,485 | $104.1K | 0.06% | −440−22.9% | Reduced |
| Hobbs Group Advisors, LLC | 1,458 | $102.2K | 0.05% | +1,458 | New |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $101.7K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $100.2K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,420 | $99.6K | 0.02% | +70+5.2% | Added |
| BFSG, LLC | 1,415 | $99.2K | 0.01% | +1,415 | New |
| Spartan Planning & Wealth Management | 1,398 | $98.0K | 0.10% | +1,395+46,500.0% | Added |
| Dividend Assets Capital, LLC | 1,385 | $97.0K | 0.02% | −31−2.2% | Reduced |
| Compass Wealth Management LLC | 1,370 | $96.1K | 0.03% | −250−15.4% | Reduced |
| Ostrum Asset Management | 1,350 | $94.7K | 0.01% | +6+0.4% | Added |
| Center for Financial Planning, Inc. | 1,340 | $94.0K | 0.02% | −320−19.3% | Reduced |
| Ruedi Wealth Management, Inc. | 1,329 | $93.2K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,318 | $92.4K | 0.02% | +535+68.3% | Added |
| Fortitude Family Office, LLC | 1,313 | $92.1K | 0.07% | +1,313 | New |
| Focused Wealth Management, Inc | 1,261 | $88.4K | 0.01% | +107+9.3% | Added |
| Bogart Wealth, LLC | 1,246 | $87.3K | 0.00% | −18−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,243 | $87.2K | 0.03% | +1,243 | New |
| Caldwell Sutter Capital, Inc. | 1,214 | $85.1K | 0.04% | +30+2.5% | Added |
| Sofos Investments, Inc. | 1,203 | $84.3K | 0.02% | +918+322.1% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $84.1K | 0.01% | −100−7.7% | Reduced |
| PrairieView Partners, LLC | 1,200 | $84.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,172 | $82.0K | 0.01% | +52+4.6% | Added |
| American Capital Advisory, LLC | 1,150 | $80.6K | 0.06% | +1,150 | New |
| DiNuzzo Private Wealth, Inc. | 1,129 | $79.2K | 0.01% | +1,129 | New |
| Creekmur Asset Management LLC | 1,122 | $78.7K | 0.02% | +1,122 | New |
| Avalon Trust Co | 1,100 | $77.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,097 | $76.9K | 0.03% | 00.0% | Unchanged |
| Trust Co | 1,093 | $76.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,080 | $76.0K | 0.05% | +1,080 | New |
| Boyd Watterson Asset Management LLC | 1,070 | $75.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 1,054 | $73.9K | 0.01% | −100−8.7% | Reduced |
| Bellevue Asset Management, LLC | 1,041 | $73.0K | 0.06% | +4+0.4% | Added |
| Tyler-Stone Wealth Management | 1,011 | $70.9K | 0.04% | −100−9.0% | Reduced |
| Beacon Capital Management, LLC | 1,091 | $70.6K | 0.02% | −311−22.2% | Reduced |
| Larson Financial Group LLC | 994 | $69.7K | 0.01% | +305+44.3% | Added |
| Lee Financial Co | 977 | $68.5K | 0.01% | +127+14.9% | Added |
| Richard W. Paul & Associates, LLC | 931 | $65.3K | 0.03% | −48−4.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 927 | $65.0K | 0.01% | −595−39.1% | Reduced |
| Bruce G. Allen Investments, LLC | 918 | $64.4K | 0.06% | +918 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 912 | $63.9K | 0.03% | +912 | New |
| Cutler Group LP | 889 | $62.0K | 0.01% | +585+192.4% | Added |
| Main Street Group, LTD | 865 | $60.7K | 0.02% | +865 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 823 | $57.7K | 0.00% | +1+0.1% | Added |
| IAG Wealth Partners, LLC | 818 | $57.4K | 0.01% | +611+295.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 815 | $57.1K | 0.01% | +815 | New |
| Vermillion & White Wealth Management Group, LLC | 789 | $55.3K | 0.05% | +789 | New |
| AJOVista, LLC | 786 | $55.1K | 0.07% | +786 | New |
| West Branch Capital LLC | 784 | $55.0K | 0.03% | −97−11.0% | Reduced |
| SOA Wealth Advisors, LLC. | 778 | $54.6K | 0.01% | −16−2.0% | Reduced |
| CNB Bank | 778 | $54.6K | 0.03% | +150+23.9% | Added |
| Missouri Trust & Investment Co | 775 | $54.3K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 768 | $53.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 766 | $53.7K | 0.03% | −250−24.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 758 | $53.0K | 0.04% | 00.0% | Unchanged |
| LM Advisors LLC | 751 | $52.7K | 0.01% | +751 | New |
| Washington Trust Advisors, Inc. | 750 | $52.6K | 0.01% | +100+15.4% | Added |
| Cornerstone Planning Group LLC | 729 | $51.1K | 0.02% | −98−11.9% | Reduced |
| SYSTM Wealth Solutions LLC | 723 | $50.7K | 0.01% | +723 | New |
| Resurgent Financial Advisors LLC | 718 | $50.3K | 0.03% | +3+0.4% | Added |
| HighMark Wealth Management LLC | 715 | $50.1K | 0.04% | +94+15.1% | Added |